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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)

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To: Steve Childs who wrote (3023)12/3/1997 8:17:00 PM
From: RT  Read Replies (1) of 23519
 
Steve,

I don't see where they have missed any key dates.
They have managed to continually increase output each quarter despite PACO production limitations.
During the conference call they said the new plant would initially double capacity. That initial doubling of output would not be maximized until mid 98..
Since then Nina was reported to have said producton will be doubled by the end of the first quarter of 98. I hope she's right.
I suspect since the announcement of Pfizer fast tract status which has brought a real focus to the Ed market Vivus will speed things up a whole bunch to capitalize on market awareness..

If the new facility will only be operating at 25% of max capacity by mid year does this mean they will triple capacity during the last half of 98?
It doesn't make much sense to be completing a plant in Ireland at the end of 98 if the new plant here is merely operating at 25% - 50% capacity.
The next conference call in January I won't be shy to ask some serious questions.

RT
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